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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

Net Income (NI)

The money a firm is left with from sales after subtracting taxes and different business costs.

Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.

Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Zero coupon bonds

What is a zero coupon bond?

Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.

Collective investment scheme

Learn what's a collective investment scheme

Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.

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